Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47494.99 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46097.0 Kr¶
PnL: ---------------------------------------> -791.57 Kr¶
DD now: ---------------------------------> -2.334 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 15:56:47.255527'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.760000 | 2793.000000 | 157.000000 | 5.960000 | 2636.000010 |
| HMS Networks | 2 | -1.060000 | 782.400000 | 109.400000 | 16.260000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.720000 | 3508.420000 | 54.420000 | 1.580000 | 3453.999992 |
| SAAB B | 8 | -0.490000 | 3426.400000 | 49.400000 | 1.460000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.280000 | 402.600000 | 47.600000 | 13.410000 | 355.000000 |
| MedCap | 2 | 0.650000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | 2.560000 | 608.960000 | 34.960000 | 6.090000 | 573.999998 |
| Corem Property Group B | 59 | 0.890000 | 604.160000 | 27.160000 | 4.710000 | 576.999999 |
| Boozt | 12 | 0.500000 | 1680.000000 | 26.000000 | 1.570000 | 1653.999996 |
| Swedbank A | 3 | 2.060000 | 587.700000 | 23.700000 | 4.200000 | 564.000000 |
| AcadeMedia | 12 | 0.250000 | 580.080000 | 23.080000 | 4.140000 | 557.000004 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Intrum | 4 | -0.220000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Securitas B | 6 | 1.520000 | 584.880000 | 14.880000 | 2.610000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.820000 | 253.680000 | 7.680000 | 3.120000 | 246.000000 |
| Creaspac SPAC | 6 | 0.310000 | 582.600000 | 5.600000 | 0.970000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.460000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.150000 | 536.400000 | 4.400000 | 0.830000 | 532.000000 |
| Handelsbanken A | 5 | 0.140000 | 540.750000 | -5.250000 | -0.960000 | 546.000000 |
| Midsona B | 63 | -0.330000 | 566.370000 | -16.630000 | -2.850000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.990000 | 574.000000 | -20.570000 | -3.460000 | 594.565215 |
| CTEK | 13 | -4.090000 | 508.950000 | -25.050000 | -4.690000 | 533.999999 |
| Essity B | 2 | -2.290000 | 536.600000 | -37.400000 | -6.520000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Essity A | 4 | -1.640000 | 1080.000000 | -69.000000 | -6.010000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.130000 | 3689.000000 | -122.000000 | -3.200000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.370000 | 2813.200000 | -157.800000 | -5.310000 | 2971.000006 |
| OX2 | 18 | 1.650000 | 1441.800000 | -222.200000 | -13.350000 | 1663.999992 |
| Axfood | 13 | 0.450000 | 3484.000000 | -272.000000 | -7.240000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46097.750000 | -790.820000 | -2.33221% | 46888.564618 |
Updated:¶
'2023-01-27 15:56:33.105595'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
